SCHWAB STRATEGIC TR's ticker is SCHA and the CUSIP is 808524607. A total of 808 filers reported holding SCHWAB STRATEGIC TR in Q1 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $792,209 | -9.3% | 19,126 | -4.1% | 0.10% | -8.8% |
| Q2 2023 | $873,274 | -4.1% | 19,938 | -8.2% | 0.11% | -4.2% |
| Q1 2023 | $910,745 | -2.4% | 21,721 | -5.7% | 0.12% | -5.6% |
| Q4 2022 | $932,731 | +5.8% | 23,025 | -1.3% | 0.13% | -0.8% |
| Q3 2022 | $882,000 | -5.7% | 23,328 | -2.7% | 0.13% | +4.1% |
| Q2 2022 | $935,000 | -18.4% | 23,977 | -1.0% | 0.12% | -3.9% |
| Q1 2022 | $1,146,000 | -14.3% | 24,210 | +85.5% | 0.13% | -11.2% |
| Q4 2021 | $1,337,000 | -8.4% | 13,052 | -10.5% | 0.14% | -18.3% |
| Q3 2021 | $1,460,000 | -13.6% | 14,582 | -10.1% | 0.18% | -18.6% |
| Q2 2021 | $1,689,000 | -5.9% | 16,214 | -10.0% | 0.22% | -10.0% |
| Q1 2021 | $1,795,000 | +13.2% | 18,008 | +1.1% | 0.24% | +5.3% |
| Q4 2020 | $1,585,000 | +35.8% | 17,806 | +4.2% | 0.23% | +24.0% |
| Q3 2020 | $1,167,000 | +13.0% | 17,081 | +8.0% | 0.18% | -2.1% |
| Q2 2020 | $1,033,000 | -21.0% | 15,815 | -37.7% | 0.19% | -25.2% |
| Q1 2020 | $1,308,000 | -34.0% | 25,387 | -3.2% | 0.25% | -28.4% |
| Q4 2019 | $1,983,000 | +9.3% | 26,219 | +0.7% | 0.35% | +1.2% |
| Q3 2019 | $1,815,000 | +0.2% | 26,033 | +2.7% | 0.34% | +1.2% |
| Q2 2019 | $1,812,000 | +17.5% | 25,350 | +15.0% | 0.34% | +0.6% |
| Q1 2019 | $1,542,000 | +5.3% | 22,049 | -8.7% | 0.34% | -6.6% |
| Q4 2018 | $1,465,000 | +57.4% | 24,149 | +97.5% | 0.36% | +62.8% |
| Q3 2018 | $931,000 | +9.3% | 12,225 | +5.6% | 0.22% | 0.0% |
| Q2 2018 | $852,000 | – | 11,575 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Planning, Inc. | 315,961 | $13,087,109 | 12.05% |
| Financial Advisors, LLC | 984,705 | $40,786,480 | 10.10% |
| RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 811,567 | $33,595,324 | 9.71% |
| FIDELIS iM, LLC | 385,576 | $15,971 | 9.36% |
| MONEYWISE, INC. | 355,217 | $14,713,088 | 9.23% |
| Mokosak Advisory Group, LLC | 497,025 | $20,587,051 | 8.37% |
| Waterford Advisors, LLC | 301,949 | $12,506,710 | 7.00% |
| MERIDIAN MANAGEMENT CO | 515,951 | $21,370,701 | 6.97% |
| ForthRight Wealth Management, LLC | 357,436 | $14,804,981 | 6.38% |
| MARSHALL FINANCIAL GROUP INC /ADV | 372,476 | $15,427,952 | 6.28% |